Valero Energy Projects Q1 EPS Surge of 109% Despite 3.9% Stock Drop

VLOVLO

Valero Energy shares fell 3.86% to $215.95, underperforming the S&P 500's 0.83% gain, despite a 10.83% rally that outpaced the Oils-Energy sector's 7.08% rise. Analysts project Q1 EPS of $1.86 (+108.99% YoY) on $27.85 billion revenue (-7.97% YoY), full-year EPS of $12.65 (+19.23%), while consensus EPS estimates jumped 3.47%.

1. Stock Performance

Valero Energy shares slid 3.86% to $215.95 on March 9, underperforming the 0.83% gain in the S&P 500, even as the stock has rallied 10.83% over the past month, outpacing the Oils-Energy sector's 7.08% advance.

2. Q1 Earnings Outlook

Analysts forecast first-quarter EPS of $1.86, a 108.99% year-over-year increase, on revenue of $27.85 billion, down 7.97% from the prior-year quarter, with the company set to report results on April 30, 2026.

3. Consensus Revisions and Valuation

Consensus EPS estimates have risen 3.47% in the last 30 days. Valero trades at a forward P/E of 17.75 versus the sector average of 15.21 and has a PEG ratio of 1.18 compared with the industry's 1.37, carrying a hold rating and an industry ranking in the bottom 39%.

Sources

BF